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Before You Create 1099 Forms

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Before you create and print your year-end Form 1099s for your contractors or vendors, you should follow these four steps to confirm everything is correct:

Step 1: Make sure the “Create 1099 Setting” is set to “Yes“

If you have the accounting software: 

  • View your vendor list under Accounting > Payables > Vendors.
  • Confirm that the “Create 1099” column is set to “Yes” for everyone who needs a 1099.
  • View the status of the Contractor portal. You can send an invite to contractors who do not have a portal set up directly from this list. See “Contractor Portal Registration Access,” for more information.
  • To change this setting, click the Vendor name and edit the Vendor Info screen. Check or uncheck the “Create 1099 at Year End?” box, and click Save.
  • Notify your Vendors about electronic 1099 options in the portal.

If you have the payroll software without accounting:

  • View your contractor list under Payroll > 1099 Contractors > Contractor List.
  • All contractors are set to “Yes” in the Create 1099 column for you to pay them with the payroll software.
  • View the status of the Contractor portal. You can send an invite to contractors who do not have a portal set up directly from this list. See “Contractor Portal Registration Access,”for more information.
  • If this needs to be changed, click the contractor name,  then “Edit.” Change their 1099 Type to “Non 1099 Payment” and click “Save.”  This will prevent a 1099 from being created.
  • Notify your Contractors about electronic 1099 options in the portal.

 💡 Did you choose the wrong 1099 Type? Use our handy Update 1099 Type tool to correct it. Read more on our help article, “How to Correct a 1099 Type.”

Step 2: Run the Missing 1099 Info Report

Run the Missing 1099 Information Report to confirm all vendors have their tax ID number, which is required to print their 1099. You cannot print a 1099 for a vendor with missing information. Find the report under Reports > 1099 Contractor Reports > Missing 1099 Information. Select the correct year and click “Run Report.”

Step 3: Check amounts for accuracy

Run the 1099 Summary Report to confirm the amounts are correct. Find the report under Reports > 1099 Contractor Reports > 1099/1096 Summary.

Step 4: Set your print layout preference

If this is your first time printing the forms, you will be prompted to set the printing options for the 1099 and 1096. Go to Settings > 1099 Contractor Settings > 1099/1096 Print Layout. For details on how to align the forms for printing, see Print Set-Up For 1099/1096 Forms.

After you have completed these four steps, you can now Get started creating Forms 1099 and 1096.

💡Patriot offers e-filing for 1099-NEC and 1099-MISC to the IRS and states that participate in the combined federal state tax program and accept e-filing. When e-filing you’ll be notified when you need to file to a state outside of the software. Most, but not all, of the states that participate in the IRS combined federal and state program say e-filing satisfies the state requirement of filing.

Learn more ,”1099 E-filing: Automatic Filing for Payroll and Accounting.“

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